Orion Capital Management LLC

Orion Capital Management LLC Orion Capital Management LLC offers customized investment management and financial planning to grow

Orion Capital Management LLC is a privately-owned Registered Investment Advisor. We are an independent fiduciary, and as such we guard our clients' interests vigorously. We invest with a broad range of strategies to best meet our clients' needs and objectives.

A New Era for U.S. Interest Rates - https://mailchi.mp/dba334b458a6/fed-cuts-rates  We have now moved to a new phase for...
09/20/2024

A New Era for U.S. Interest Rates - https://mailchi.mp/dba334b458a6/fed-cuts-rates We have now moved to a new phase for monetary policy. Effectively, the Fed is saying the war on inflation has been won, and it is now more concerned about incipient indications of weakening in the labor market.

Stocks Looking for Rate Cuts - https://mailchi.mp/bcfab7350c21/2024-investment-outlook-17981078 The back half of 2024 is...
07/24/2024

Stocks Looking for Rate Cuts - https://mailchi.mp/bcfab7350c21/2024-investment-outlook-17981078 The back half of 2024 is off to a decent start for stocks as the second quarter earnings season gets underway. U.S. stocks, overall, notched a very strong performance in the first half of 2024. This performance was not distributed equally across sectors, however.

Stocks Enjoying Goldilocks Economy - https://mailchi.mp/4849ce4179c9/2024-investment-outlook-17972098 In May, benign inf...
05/20/2024

Stocks Enjoying Goldilocks Economy - https://mailchi.mp/4849ce4179c9/2024-investment-outlook-17972098 In May, benign inflation data coupled with robust corporate earnings results unleashed all major stock averages to vault back into record territory. Stock investors are enjoying today’s “Goldilocks” economy, where things are not too hot, not too cold . . . but just about right.

Stocks Strong Out of the Gate in 2024 - https://mailchi.mp/8cd9ae23e3d0/2024-investment-outlook-17084673 Equities picked...
04/15/2024

Stocks Strong Out of the Gate in 2024 - https://mailchi.mp/8cd9ae23e3d0/2024-investment-outlook-17084673 Equities picked up where they left off at the end of 2023, rallying nearly 10% to notch multiple new highs in the first quarter of 2024. Unlike their strong performance in 2023, which was mostly driven by the technology sector, stocks’ rally so far in 2024 has been broad-based.

Stocks Keep Rolling - https://mailchi.mp/bc34ea6a9e23/stocks-keep-rolling  For stocks, the first two months of 2024 look...
03/03/2024

Stocks Keep Rolling - https://mailchi.mp/bc34ea6a9e23/stocks-keep-rolling For stocks, the first two months of 2024 look similar to the last two months of 2023. The market, led by the technology sector, is continuing to rise from its recent low in October and is notching new records.

Will the Fed Declare Victory in 2024? - https://mailchi.mp/91d2cde80773/2024-investment-outlook The U.S. economy is roll...
01/26/2024

Will the Fed Declare Victory in 2024? - https://mailchi.mp/91d2cde80773/2024-investment-outlook The U.S. economy is rolling into 2024 with a substantial head of steam. The Commerce Department reported this morning that fourth quarter gross domestic product grew at a rate of 3.3%, far exceeding the Wall Street estimate of 2%. And, in addition to the stronger-than-expected growth, inflation, as measured by the Fed’s preferred inflation gauge, core personal consumption expenditures (Core PCE), rose only 2% for the quarter.

Inflation Cools, Boosting Stocks and Bonds - https://mailchi.mp/5ebe2ecee53c/fed-and-jackson-hole-15531190 So far this q...
11/30/2023

Inflation Cools, Boosting Stocks and Bonds - https://mailchi.mp/5ebe2ecee53c/fed-and-jackson-hole-15531190 So far this quarter, markets have hewed closely to their seasonal tendencies. While September and October are, historically, the two worst months for returns in the U.S. stock market, November is typically a very good month. This pattern has repeated in 2023.

Fed Making Markets Queasy - https://mailchi.mp/c64bbe679feb/fed-and-jackson-hole-15527090 The Federal Reserve decided to...
10/17/2023

Fed Making Markets Queasy - https://mailchi.mp/c64bbe679feb/fed-and-jackson-hole-15527090 The Federal Reserve decided to leave the Fed Funds rate unchanged at the conclusion of its September 19-20 meeting, keeping them at 5.25-5.5%, just as the investment community expected. However, Chairman Jerome Powell’s press conference afterward seemed to cause investors to become a bit more fearful that the Fed is going to hold rates too high for too long to engineer a soft landing and will instead tip the economy into recession.

The Fed and Jackson Hole - https://mailchi.mp/7be9501073b8/fed-and-jackson-hole In the year since Federal Reserve Chairm...
08/22/2023

The Fed and Jackson Hole - https://mailchi.mp/7be9501073b8/fed-and-jackson-hole In the year since Federal Reserve Chairman Jerome Powell’s last speech at the Jackson Hole Economic Symposium, the Fed has been hard at work, raising interest rates and talking tough about inflation. The Fed has put a lot of tightening into the system in the last fifteen months, so the question is: how much more to squeeze to get inflation down to the Fed’s declared 2% target?

Soft Landing Back in Play - https://mailchi.mp/7b3759d8b2d7/debt-ceiling-debate-15518566 A “soft landing,” a scenario in...
07/18/2023

Soft Landing Back in Play - https://mailchi.mp/7b3759d8b2d7/debt-ceiling-debate-15518566 A “soft landing,” a scenario in which the Federal Reserve tames inflation through interest rate hikes but does not also push the economy into recession, has become more plausible in recent weeks as we have seen indications of a slow-growing but resilient economy alongside meaningful cooling of inflation.

Markets Calm Amid Crosscurrents - https://mailchi.mp/ba89cbf63c45/debt-ceiling-debate oth stock and bond markets seem to...
05/16/2023

Markets Calm Amid Crosscurrents - https://mailchi.mp/ba89cbf63c45/debt-ceiling-debate oth stock and bond markets seem to be taking today’s many conflicting financial and political cross currents in stride, with equities holding on to decent gains so far in 2023 and bond markets mostly behaving well despite the brewing debt ceiling debate, the Federal Reserve’s recent interest rate hikes and challenges in our regional banking system.

Fed's Medicine is Working - https://mailchi.mp/86bceeb5edb6/feds-medicine For the quarter, equity markets were higher ar...
04/14/2023

Fed's Medicine is Working - https://mailchi.mp/86bceeb5edb6/feds-medicine For the quarter, equity markets were higher around the world while bond prices rose as well. Why? While it is never possible to discern exactly how specific developments cause markets to move, it seems that investors are looking forward to a time later this year when the Federal Reserve goes into reverse and starts lowering interest rates.

Address

1330 Orange Avenue Ste 302
Coronado, CA
92118

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16193190520

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